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APUE vs EMPB

ActivePassive U.S. Equity ETF vs Efficient Market Portfolio Plus ETF

APUE

ActivePassive U.S. Equity ETF

Annual cost

0.31%

Fund size

$2.5B

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

Key differences

APUE is an equity ETF, while EMPB is an alternative ETF. APUE charges 0.31% a year and EMPB 2.21%.

  • APUE is an equity fund, while EMPB is an alternative fund. They carry different risk/return profiles.
  • APUE costs 1.90% less per year.
  • APUE is much larger than EMPB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

APUEEMPB
Annual cost (TER)0.31%2.21%
Fund size (AUM)$2.5B$21M
Since20232024
Dividend yield0.75%0.77%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+27.4%+20.4%
CAGR 3Y+22.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.18N/A
Volatility 1Y12.45%11.34%
Max drawdown-18.83%-7.55%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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